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Started By
Message
$ASO - Academy Sports
Posted on 5/24/22 at 12:58 pm
Posted on 5/24/22 at 12:58 pm
Seems like an absolute steal at todays prices...
Invsestment thesis:
-TX based (relatively strong, oil driven economy, net population growth etc)
-Low PE relative to retail peers (3.75x)
-I've never seen an Academy store suffer from foot traffic... always packed
-Few retailers are attractive to full spectrum... Soccer Moms to Fisherman, Kids, Outdoor recreation
-Increased participation in outdoor recreation.... tough to beat Academy for these goods
Feels like a no brainer.... I'm long
Invsestment thesis:
-TX based (relatively strong, oil driven economy, net population growth etc)
-Low PE relative to retail peers (3.75x)
-I've never seen an Academy store suffer from foot traffic... always packed
-Few retailers are attractive to full spectrum... Soccer Moms to Fisherman, Kids, Outdoor recreation
-Increased participation in outdoor recreation.... tough to beat Academy for these goods
Feels like a no brainer.... I'm long
13
Posted on 5/24/22 at 1:20 pm to SwampCollie
Hmmm. How recession proof are new travel ball bats for Jaxxxxson and new fishing poles for Jim Bob?
Posted on 5/24/22 at 1:39 pm to LSUFanHouston
quote:
How recession proof are new travel ball bats for Jaxxxxson and new fishing poles for Jim Bob?
When the economy is down then why not just go fishing
Posted on 5/24/22 at 1:46 pm to SwampCollie
Posted on 5/24/22 at 2:10 pm to SwampCollie
They also sell ammo for when the food and fuel shortages start
Posted on 5/24/22 at 2:20 pm to SwampCollie
Last time I went all the fishing poles were Black Lives Matter edition
Posted on 5/24/22 at 2:20 pm to whiskey over ice
and slap ya momma.... 
Posted on 5/24/22 at 3:07 pm to SwampCollie
quote:
-TX based (relatively strong, oil driven economy, net population growth etc)
Academy here is a ghost town. Lots of empty shelves as well.
Posted on 5/24/22 at 4:56 pm to SwampCollie
Academy sports is packed here. However their website is absolute garbage. That being said actually a true value the market is offering. I'm already a shareholder.
Posted on 5/24/22 at 7:09 pm to SwampCollie
I worked there for a couple of months, we really weren’t very busy.
Posted on 5/25/22 at 8:48 am to SwampCollie
Down again today just placed an order.
Posted on 5/25/22 at 9:02 am to TorchtheFlyingTiger
Added to my position yesterday and today. ASO will be back to $50 in 18 months or less..... this is easy money
Posted on 5/25/22 at 10:44 am to SwampCollie
Sorry to sidetrack, but looking at their competition, BGFV pays a handsome dividend. Any owners of that here?
Posted on 5/25/22 at 11:28 am to Wraytex
quote:
but looking at their competition, BGFV
$250M revenue @ 3.7% net margin vs $2B @ 7.8% net margin
Dividend won't mean much if inflation eats what little margin BGFV has to spare
Posted on 5/25/22 at 11:34 am to SwampCollie
It opened down and I got greedy and placed a limit order expecting it would continue to trend down and I'd scoop it up a bit cheaper. Instead it's now up 8% and never hit my price 
. If I had placed market order I'd be up 10%
. If I had placed market order I'd be up 10%Posted on 5/25/22 at 12:03 pm to TorchtheFlyingTiger
quote:
expecting it would continue to trend down
Same... premarket was down 10%, I was hoping to load up but ended up buying early while it was down 3%
Easy money....great retailer
Posted on 5/25/22 at 1:21 pm to TorchtheFlyingTiger
No time for limit orders, only BUY!. -AT
Posted on 5/26/22 at 9:15 am to DoctorWorm
Off to another strong day.... still plenty of upside - I'm long
Posted on 6/7/22 at 9:49 am to SwampCollie
+41% since OP
Still long. LFG
Still long. LFG
This post was edited on 6/7/22 at 10:06 am
Posted on 6/7/22 at 2:21 pm to SwampCollie
NKE fuels their shoe business and the future is not good for that
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